How to write a sales narrative from verified report figures
A sales narrative explains the supplied figures in a way that helps a reader understand performance and open questions. It should connect numbers with documented context rather than inventing a story.
Start with the right material.
- What you provide
- a readable sales summary with dates and currency.
- The intended result
- Save a narrative of the displayed totals, segments and missing context.
How the workflow works.
Separate revenue, units, orders and any other measures using their original definitions. Describe observed changes and include supplied drivers only where they are supported by the record.
What to check in the result.
Reconcile totals and periods before sharing the report. Keep possible explanations labeled as hypotheses, and do not turn pipeline value or bookings into recognized revenue without the appropriate basis.
Preview the Markdown to check headings, lists and links as well as the words. Keep source references with the document so a reviewer can trace important statements back to the material you supplied.
Learn from the worked example.
The downloadable Markdown example shows one possible organization of the result. Read it alongside the source example and notice which statements are recorded facts, proposed wording or questions still needing an answer.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.